BD
Brian W. Distler
LAKERIDGE WEALTH MANAGEMENT LLC
MENTOR, OH 44060
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CRD#: 4823861
BD
Professional summary
Brian William Distler, CFP® is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Mentor, Ohio and PRIVATE CLIENT SERVICES, LLC located in Geneva, Ohio.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) LAKERIDGE WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. RIA-PROVIDING INVESTMENT ADVICE AND FINANCIAL PLANNING. DIRECTOR, CCO, ADVISOR. MANAGE FIRM, OVERSEE COMPLIANCE AND WORK WITH CLIENTS. 160 HRS/MO; 120 DURING TRADING HRS. 2) FIXED INSURANCE. 7470 CENTER STREET, MENTOR, OH 44060. FIXED INSURANCE WITH VARIOUS COMPANIES. PLACE LIFE, DISABILITY, LONG-TERM CARE, AND FIXED ANNUITIES FOR CLIENTS. 2 HRS/MO; 2 DURING TRADING HRS. 3) 50 PARK STREET, LLC. 121 SOUTH ST, CHARDON, OH 44024. LLC THAT OWNS A COMMERCIAL PROPERTY. MINIMAL, PASSIVE INVESTMENT, DISCUSS STRATEGY FOR PROPERTY WITH PARTNERS. 2 HRS/MO; 2 DURING TRADING HRS. 4) NMS WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. DBA FOR MY PRACTICE. DIRECTOR, MANAGE FIRM AND WORK WITH CLIENTS ON INVESTMENTS AND FINANCIAL PLANNING. 160 HRS/MO; 130 DURING TRADING HRS. 5) 7470 CENTER STREET, LLC. 36101 BILLINGSLEY ROW, AVON, OH 44011. LLC TO OWN COMMERCIAL REAL ESTATE THAT IS RENTED OUT. OWNER/MEMBER, OWN AND MANAGE COMMERCIAL RENTAL PROPERTY. 1 HR/MO; 1 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Brian William Distler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
January 19, 2022 - Present
LAKERIDGE WEALTH MANAGEMENT LLC
Office #1: 7470 Center St, Mentor, OH 44060RIA
CRD#: 314071
MENTOR, OH
Current
August 1, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 844 S Broadway Ave, Geneva, OH 44041Office #2: 7470 Center Street, Mentor, OH 44060RIA
BD
CRD#: 120222
Geneva, OH
Past
July 8, 2021 - December 31, 2021
LAKERIDGE WEALTH MANAGEMENT LLC
RIA
CRD#: 314071
MENTOR, OH
Past
January 30, 2013 - August 3, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GENEVA, OH
Past
January 30, 2013 - August 3, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
GENEVA, OH
Past
January 24, 2011 - February 1, 2013
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CHARDON, OH
Past
January 24, 2011 - February 1, 2013
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
CHARDON, OH
Past
June 8, 2009 - January 24, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
AKRON, OH
Past
June 4, 2009 - January 24, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
AKRON, OH
Past
July 17, 2006 - May 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WESTLAKE, OH
Past
July 13, 2006 - May 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
WESTLAKE, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/10/2025)
RR
California(11/7/2024)
RR
Florida(8/1/2022)
RR
Georgia(11/14/2022)
RR
Illinois(8/1/2022)
RR
Indiana(8/1/2022)
RR
Kentucky(8/1/2022)
RR
Maryland(4/5/2023)
RR
Massachusetts(1/10/2025)
RR
Michigan(8/1/2022)
RR
Nevada(8/1/2022)
RR
New Jersey(4/5/2023)
RR
New York(4/19/2024)
IAR
Ohio(1/19/2022)
RR
Ohio(8/1/2022)
RR
Pennsylvania(8/1/2022)
RR
South Carolina(8/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7470 Center St, Mentor, OH 44060
Mailing Address
Phone number
(440) 510-1901
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,542 |
| AUM (Assets Under Management) | $ 700,523,160 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LAKERIDGE WEALTH MANAGEMENT LLC
CRD#: 314071Mentor, OH 44060TRUST BUT VERIFY
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